Ken has
a passion for helping others become financially successful.

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For over 15 years, Ken Wright has been a respected and valued member of the financial services industry, starting his career working with a large Canadian insurance company. In 2017, Ken joined Carte as a Senior Financial Advisor and he runs a very successful practice in the Greater Toronto and surrounding areas.

Ken and his team of advisors now serve thousands of families, established businesses and professionals. His commitment is to ensure his clients experience a significant and positive financial benefit from his services and help them achieve their financial dreams and goals.

Ken believes that we all need access to the information and planning strategies that help wealthy Canadians get that way - and stay that way. It is never too late, or too early, to get started. It all starts with a simple conversation about money and doing “something” to make a move in the right direction. People spend more time planning their vacations than they do their financial future. Many end up working their entire life and have little to show for it. Ken’s commitment is to understand his client’s goals, big or small, and then work to define implemented processes and a plan so that they can realise these goals.

Ken also delivers group workshops on financial planning, retirement planning, tax planning and portfolio development.

As part of his commitment to grow his own team of advisors, Ken works with them to take their business to the next level with strategic planning, coaching and mentorship.

One of Ken’s favourite quotes is from Warren Buffet.
“Price is what you pay, value is what you get!”

THE 360° PROCESS